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Share Valuation

We successfully advised on the valuation of a director selling 50% of his shareholding.

Our valuation was approved by the directors and was submitted to HMRC

A director of a medium size limited company wished to sell half of his 50% shareholding when he retired.  KTS Forensic advised on the valuation.  There were a number of additional factors to consider, including the effect of an Employee Benefit Scheme on the value of the company.  We also advised on the taxation elements of the proposed sale.

We identified an increase in the value of his shares as estimated by our client; he had not understood the significance of the identity of the buyer.  The value of his remaining 25% shareholding was greater if he sold his shares to the company rather than to the other shareholder.

Our valuation was approved by the directors and was submitted to HMRC.

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